E-goi + Microsoft Dynamics 365 CRM Integration

Integrate E-goi to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync customer records, create CRM leads, update accounts, and trigger follow-ups automatically.

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1.
  • E-goi
    New contact is created in E-goi
  • E-goi
    List contact with paginations in E-goi
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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2.
  • E-goi
    Create a contact in E-goi
  • E-goi
    Search contact in E-goi
  • E-goi
    Unsubscribe contact in E-goi
  • E-goi
    Add tag to a user in E-goi
  • E-goi
    Send email campaign in E-goi
  • E-goi
    Create a tag in E-goi
  • E-goi
    Start automation in E-goi
  • E-goi
    Send sms campaign in E-goi
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM

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Ready Workflows Ready Workflows for E-goi + Microsoft Dynamics 365 CRM Integration

Capture leads, sync contacts, update accounts, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + E-goi Integration

Create E-goi contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use E-goi to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in E-goi.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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E-goi + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new E-goi contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and E-goi contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your E-goi + Microsoft Dynamics 365 CRM flow

Sync your data with email marketing, forms, scheduling, and payment platforms. Pick a combination and activate it in one click.

E-goi
Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (3)
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E-goiE-goi (3)
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MailchimpMailchimp (3)
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TypeformTypeform (3)
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CalendlyCalendly (3)
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StripeStripe (3)
E
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When a new contact is created in E-goi, create a lead in Microsoft Dynamics 365 CRM and update the account in Microsoft Dynamics 365 CRM
New E-goi contacts instantly create a lead in Microsoft Dynamics 365 CRM and update related accounts, eliminating manual data entry.
E
M
M
When a contact is updated in E-goi, update the contact in Microsoft Dynamics 365 CRM and search the account in Microsoft Dynamics 365 CRM
E-goi contact updates automatically update corresponding Microsoft Dynamics 365 CRM contacts and verify account details.
M
E
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When a sales order is created in Microsoft Dynamics 365 CRM, create a contact in E-goi and start an automation in E-goi
New Microsoft Dynamics 365 CRM sales orders automatically create E-goi contacts and trigger onboarding automations.

Supported triggers and actions for E-goi and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

E-goi
E-goi Triggers & Actions
New contact is created in E-goi
Triggers the automation when a new contact is added
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List contact with paginations in E-goi
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Create a contact in E-goi
Adds a new contact to the contact list
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Search contact in E-goi
Finds and retrieves contact information
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Unsubscribe contact in E-goi
Removes a contact from a mailing list
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Add tag to a user in E-goi
Assigns a tag to a user based on particular criteria
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Send email campaign in E-goi
Sends an email campaign
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Create a tag in E-goi
Creates a new tag
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Start automation in E-goi
Initiates a series of pre-defined tasks or processes
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Send sms campaign in E-goi
Sends bulk sms messages to a targeted audience
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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What can you automate with E-goi + Microsoft Dynamics 365 CRM?

Streamline your marketing and sales operations by connecting E-goi triggers directly to Microsoft Dynamics 365 CRM actions.

What you can automate?
🔄
Create CRM leads from new E-goi contacts
Automatically create a new lead in Microsoft Dynamics 365 CRM the exact moment a contact is created in E-goi. Eliminate manual data entry and ensure every prospect enters your sales pipeline without delay.
📋
Capture all multichannel contact details
Map every detail from your E-goi contact lists directly into Microsoft Dynamics 365 CRM fields. Keep contact names, emails, and phone numbers perfectly aligned across systems.
🔔
Alert your sales team immediately
Trigger instant notifications whenever high-value E-goi contacts convert into Microsoft Dynamics 365 CRM leads. Ensure your sales reps can follow up while interest is highest.
🔀
Route records based on submitted data
Evaluate contact properties or campaign responses to determine how leads are handled in Microsoft Dynamics 365 CRM. Direct enterprise prospects to senior reps and standard leads to general queues.
🔄
Keep Microsoft Dynamics 365 CRM records current
Automatically update contact and account details in Microsoft Dynamics 365 CRM whenever corresponding information changes in E-goi. Maintain a single source of truth for your customer data.
🔍
Search and update existing records
Check whether a contact or account already exists in Microsoft Dynamics 365 CRM before creating a new one. Update existing records with fresh E-goi data to prevent duplicates.
📦
Handle sales order milestones
Trigger automated marketing actions in E-goi whenever sales orders or opportunities are updated in Microsoft Dynamics 365 CRM. Keep your customers engaged through every stage of the lifecycle.
✉️
Sync leads with Mailchimp campaigns
Connect your E-goi and Microsoft Dynamics 365 CRM core flow with Mailchimp to send targeted email broadcasts. Keep your broader subscriber lists updated alongside your CRM pipeline.
And much more...

Who is E-goi + Microsoft Dynamics 365 CRM integration for?

Connecting E-goi and Microsoft Dynamics 365 CRM streamlines lead management, keeps customer records synchronized, and empowers sales teams to follow up instantly.

Sales managers
Sales managers
Lead generation specialists
Lead generation specialists
Account executives
Account executives
Operations directors
Operations directors
Marketing coordinators
Marketing coordinators
Customer success teams
Customer success teams
📈
Sales managers
You're capturing contacts in E-goi campaigns, but your sales team manually re-enters them into Microsoft Dynamics 365 CRM hours later, so pipeline reports are always outdated — with this integration, every new contact becomes a CRM lead instantly and your reporting stays accurate.
Lead generation specialists
You're running multi-channel campaigns through E-goi, but high-intent leads sit waiting in unmonitored lists before anyone creates a follow-up task, so potential deals go cold — automating both apps means every lead is routed into Microsoft Dynamics 365 CRM the moment they convert and your reps can engage immediately.
🤝
Account executives
You're relying on manual exports to see which E-goi subscribers interacted with your latest emails before client calls, so you miss critical engagement context — connecting these apps means contact updates flow directly into Microsoft Dynamics 365 CRM records and your sales conversations are always informed.
📊
Operations directors
You're managing thousands of multichannel interactions across E-goi and Microsoft Dynamics 365 CRM, but manual data entry leads to duplicate records and missing history, so customer visibility is fragmented — this integration means every account and contact stays perfectly synchronized across platforms without manual cleanup.
🎯
Marketing coordinators
You're launching targeted email and SMS campaigns in E-goi, but downstream sales actions in Microsoft Dynamics 365 CRM only happen after manual handoffs, so leads experience costly delays — automating both apps means campaign responses immediately trigger CRM lead creation and downstream tasks.
🔍
Customer success teams
You're tracking customer cases in Microsoft Dynamics 365 CRM, but communication history stored in E-goi is never linked, so support agents lack full context during escalations — with this integration, case updates and contact data sync seamlessly, giving your team a complete history for every customer.
Our team

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Why choose Integrately to automate E-goi + Microsoft Dynamics 365 CRM

Build and manage your E-goi + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect E-goi + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect E-goi to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect E-goi to Microsoft Dynamics 365 CRM using 1-click ready workflows or Integrately AI. Simply pick your preferred template, authenticate your accounts, and activate the integration in minutes.
Can I automatically create Microsoft Dynamics 365 CRM leads from new E-goi contacts?
Frequently Asked Questions
Can I connect E-goi, Microsoft Dynamics 365 CRM, and Mailchimp?
Frequently Asked Questions
What is a good Zapier alternative for E-goi and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does E-goi handle contact creation data during integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM manage lead creation and updates?
Frequently Asked Questions
Do I need coding skills to set up E-goi and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the E-goi and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Microsoft Dynamics 365 CRM
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